Steve Luman

Wahlstrom Financial Services Pty Ltd

Silver
10 Yrs Experience
Bundall, QLD 4217

"Life's better when the Sun's out" will always be one of my favourite sayings, but as most people know I have recently merged my business with leading Gold Coast Advice Firm, Wahlstrom Financial Services.

Being part of a larger team (I am a Senior Adviser in a team of 5 Advisers and 11 Support staff), allows me to focus on developing the areas of advice that mean the most to my clients, as well as providing a more streamlined and efficient implementation and advice support service for an exceptional client experience. 

If you're coming across my profile for the first time: I've been a qualified Financial Adviser for 10 years, and my extensive background in finance and property investment/development, as well as my SMSF and TPB accrediations enable me to provide well-rounded and holistic advice with practical strategies to help my clients achieve the type of financial success that just can't be learned solely from reading books.

No matter what stage you are in life, the road to success is always under construction, and sometimes you need to take a detour and embrace new beginnings. 

I look forward to hearing your story and working with you towards making the financial impact you are seeking.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Wahlstrom Financial Services Pty Ltd

Gold Coast Financial Centre Level 5, 128 Bundall Rd
Bundall, QLD 4217

Opening hours

  • 9:00am – 12:00pm Saturday
  • 9:00am – 5:00pm Monday – Friday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252